We are live on ! Find out more
DSTL icon

Distillate US Fundamental Stability & Value ETF

127 hedge funds and large institutions have $1.45B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.28% more ownership

Funds ownership: 75.51%78.79% (+3.3%)

4% more capital invested

Capital invested by funds: $1.4B → $1.45B (+$50M)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

7% less funds holding

Funds holding: 137127 (-10)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
127
Holders Change
-10
Holders Change %
-7.3%
% of All Funds
1.67%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.22%
New
12
Increased
44
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$333M +$19.3M +340,998 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$139M +$8.21M +145,045 +6%
OFG
3
Oxford Financial Group
Indiana
$93.6M -$3.01M -53,116 -3%
APG
4
Abacus Planning Group
South Carolina
$80.2M +$103K +1,829 +0.1%
MAM
5
Madison Asset Management
Wisconsin
$63.2M -$1.46M -25,826 -2%
RCA
6
Resonant Capital Advisors
Wisconsin
$58.9M +$1.71M +30,215 +3%
AC
7
AlphaCore Capital
California
$54.8M -$845K -14,934 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$52.5M +$46.7M +825,497 +1,031%
LPL Financial
9
LPL Financial
California
$46.7M -$2.66M -46,985 -6%
Raymond James Financial
10
Raymond James Financial
Florida
$38.2M -$1.4M -24,670 -4%
Cerity Partners
11
Cerity Partners
New York
$33.8M -$4.28M -75,573 -11%
SGCA
12
Steel Grove Capital Advisors
Tennessee
$33.6M
ACG
13
Allen Capital Group
Nebraska
$32.3M -$675K -11,937 -2%
AFA
14
Arlington Financial Advisors
California
$28.5M +$1.49M +26,406 +6%
ODFS
15
O'Donnell Financial Services
California
$28.3M +$789K +13,953 +3%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$25.5M +$1.07M +18,881 +4%
BI
17
Berkeley Inc
Idaho
$22.2M -$1.02M -18,105 -5%
CA
18
Crumly & Associates
Illinois
$22M +$1.07M +18,866 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$18.7M +$246K +4,339 +1%
LFAS
20
Level Four Advisory Services
Texas
$16.5M +$512K +9,041 +3%
EFMC
21
Empire Financial Management Company
New York
$14.5M +$190K +3,362 +1%
AF
22
Apexium Financial
Texas
$14.3M +$645K +11,394 +5%
OA
23
Oxbow Advisors
Texas
$12.7M -$118K -2,079 -0.9%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$11.5M -$350K -6,191 -3%
SCM
25
Sunbeam Capital Management
Georgia
$10.5M +$1.42M +25,064 +16%

DSTL Hedge Fund Activity: Q3 2025 in Review

127 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q3 2025, worth a combined $1.45B — up 3.6% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DSTL and 12 opened new positions — a net loss of 7 holders — while 54 trimmed existing stakes and 44 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $46.7M. The largest seller was Bank of America, cutting an estimated $12.7M.

  • 127 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q3 2025, down from 137 in Q2 2025.
  • Funds reported $1.45B of Distillate US Fundamental Stability & Value ETF stock for Q3 2025, up 3.6% quarter-over-quarter.
  • 12 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q3 2025 and 19 closed out, a net change of -7 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $46.7M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q3 2025 was Bank of America, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2025.